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Buying equipment. if they get a trade deal people it, but will president obama begin to actively campaign for joe biden now and could that are going to be buying equipment turn the tide? , manufacturing is going to go up against we're going to have a boom. >> first of all i think it's a >> we will have a boom and horrendous mistake on the part that's one of the many things the president has in its pocket. of the democrats to beat up on if he can find a deal look at, president obama who remains for democrats the most popular even democrats before he was figure in the party bar none and elected ...

>> at best we get one in the fourth quarter. they'll disappoint the market in june and not do a rate cut. >> charles: all right. gary b., we've been talking about these things in the headlines, whether they're tariffs or china. it's going to be refreshing to get back too old school market that is sort of relying on earnings forecasts and things like that. if that is the case in the second half of the year, how does that change the dynamics of this? >> well, you know, i think you're right. how long has it been since we focused on earnings? since you and i were in great school it seems, charles....

Strong. if we do get a dip, i'm going to continue to buy them. >> we had a dip in may. it was one of the worst in a long time and followed by the best june. the best june in 80 years. so the volatility might be back to gary's point, feels like investors are grappling with the reason for the market to go higher. >> yes, here's the one thing with the market, which is why i think people can be bullish for the rest of the year, is there's not that euphoric state at this particular time. you're not seeing that euphoric moment with investors. there's down side in the short term because of the fed. i...

Buy. >> for people that are not as nimble as you and daniel, would it be worth holding since you expect the market to subsequently rally? we break out these levels that danielle described. get a true break-out. it can really take on a life of its own, couldn't it? >> really can. when you're in these late cycles, it's not abnormal to see these surges happen. investors out there, i would say, if your overweight on exties, it never hurts to take some off the table when you've had a fantastic start in anticipation of volatility. i think you may have some possible brighter entry points at some poin...

>> charles: stocks taking off in the first half of the year with president trump sounding more upbeat on the china trade talks. investors betting the fed will cut interest rates. will good times roll? let's ask our experts. gary b., i don't think anyone thinks we can match the first half of the year, but maybe we still continue to move higher. >> we could move slightly higher, i suppose. look, it's a dichotomy. we've risen almost 27% from the lows very late in 2018. are we going to tack on another 27%? that would be the greatest year ever. that would be in the head winds of economically we're ...